Guangdong Junya closed at 25.8 yuan by the daily limit. The stock rose by the limit at 10:53, opened the limit five times, and closed its closing order with a capital of 4.2854 million yuan, accounting for 0.07% of its current market value.

Capital flow data, the main capital inflow of 16.0445 million yuan, hot capital net inflow of 80.7505 million yuan, retail capital net inflow of 1.3594 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is a hot stock of military industry, PCB board and XIAOMI concept stocks. On the same day, military industry concept rose 2.13%, PCB board concept rose 1.88%, and XIAOMI concept stock rose 0.46%.

The investment logic of the stock is as follows:

1. In September 19, the proposed Changsha Mutailai is a military supporting enterprise, which has obtained the third-level Secret qualification Certificate of weapons and equipment Scientific Research and production Unit and the Registration Certificate of equipment contractor (Category II).

2. XIAOMI supplier; the company mainly provides consumer electronics PCB products to XIAOMI, and XIAOMI's business income accounts for a low proportion of the company's operating income.

3. The company's main products include double panels, multilayer boards, etc., which already have large-scale manufacturing capabilities of rigid circuit boards, flexible circuit boards and rigid-flexible circuit boards, which are widely used in consumer electronics, computer and network equipment, automotive electronics and other fields; it has become a supplier to well-known enterprises such as Visual Source, Changhong, TPV, Flextronics, TCL, BYD, XIAOMI, Blue Microelectronics, Xinwanda, ZTE and so on. In the past 20 years, the revenue of PCB industry is 1.987 billion yuan, accounting for 100%.

In terms of financial situation, the third quarterly report of Guangdong Junya 2021 showed that the company's main income was 1.96 billion yuan, up 33.25% from the same period last year, the net profit from its parent was 178 million yuan, up 113.06% from the same period last year, and deducting 153 million yuan from non-net profit, up 109.25% over the same period last year. Among them, the company's main income in the third quarter of 2021 was 719 million yuan, up 24.24% from the same period last year. The net profit of returning to the mother in a single quarter was 62.5703 million yuan, up 36.03% from the same period last year; the non-net profit in the single quarter was 51.1723 million yuan, up 30.86% from the same period last year; the debt ratio was 58.06%, the financial expenses was 23.6114 million yuan, and the gross profit margin was 22.52%.

According to the Securities Star valuation analysis tool, Guangdong Junya (603386) good company has a rating of 3 stars, a good price rating of 2.5 stars, and a comprehensive valuation rating of 2.5 stars. The stock has been rated by two agencies in the last 90 days, including one buying rating and one overweight rating. The average price of the agency target in the past 90 days is 23.1.

This article is compiled by the Securities Star data Center according to the public data and does not constitute investment opinions or suggestions. If there are any questions in the article, please contact us.